See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,646 | $93,071-95.0% | $74,583-93.8% | $273,961-98.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 48.58% | 26.18%+22.4pp | 20.47%+28.1pp | 41.45%+7.1pp |
| Employer contribution / active EE | $1,198 | $3,160-62.1% | $2,525-52.5% | $4,869-75.4% |
| Participant deferral / active EE | $1,498 | $4,160-64.0% | $3,458-56.7% | $5,287-71.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |